Lots of amazing cumulative updates in this release!
Blueprints are now called templates
Tracker cards look much better and significantly different
Polish has been applied to automations within templates – and you can now do much more with automations
Lots (we mean hundreds) of little enhancements here, there and everywhere!
V4 – Bird of Paradise
April 30, 2023
Yes – we know it’s been crazy long since our last update. That’s because we were in a closed development period. We were going absolutely nuts with improvement. So busy – that updates on our features were only privately communicated with our largest customers. What we did during this closed development period was nothing short of incredible. We delivered a massive number of visible and invisible improvements. From this points – we will resume publishing product updates. Some (just a tiny sample) of what we delivered during our closed development period is shown below.
We perfected the world’s first application of AI to help you create an entire procedure from scratch. That includes the swim lanes of who actually does every task as well as deadlines and how the task is done. It’s spectacular! Try Tallyfy AI in-app!
We change our entire user interface for the Tasks and Tracker to operate via a concept of narrowing filters. As the number of very large customers who use Tallyfy grows the ability to scale and filter down on processes and tasks is crucial.
We entirely overhauled branding and the fonts across the user interface.
We added groups as well as job titles when it comes to assigning people. In larger settings, you don’t generally assign individual people, but instead you assign job titles to every specific step in your blueprint.
We introduced the ability to create a document template so that you can simply fill out the blanks and create a specific copy of that document.
We introduced the world’s first feature in this category of software to take any content written in any language in automatically translated in real time to more than 96 languages. The quality of translation is better-than-human according to statistical benchmarks. The needs around this came from our very large customers who have to deal with content in lots of countries. Sometimes it’s a legal requirement to have localized content available as well.
We added the ability to integrate Google Analytics and Mixpanel to track engagement data like who is reading your processes, as well as track engagement events that are generated within the system.
We overhauled the entire launch process wizard so that it looks more like a checkout experience and simplifies the entire process of launching.
You can link one off or ad-hoc tasks into any process so you’re not stuck with the original process as it was written.
Permissions were deepened and strengthened with the ability to have granular permissions for every single blueprint within the system.
We introduced task types for the first time. These types range from normal task through to an approval and all the way through to an email in draft or in a form which is automatically sent on the deadline date. We also invented a completely new type of task called an expiring task – which essentially completes itself on the deadline date. This is great for tasks which are not super important and so they don’t need to clog up your list of things to do.
We can automatically compute the deadline of a task to work around your standard working week. This means that deadlines don’t fall on days that the entire company doesn’t work.
We strengthened and deepened many of our compliance and security postures and systems. During the period we became SOC2 compliant.
Our entire client infrastructure is now hosted within 50 milliseconds of most of the planet. This means that the user interface works incredibly fast and should be much more of a delight to use.
The settings section was significantly altered with a separation of individual settings and preferences and organization settings and preferences.
The ability to edit task attributes with just a single click is now beginning to be rolled out throughout the entire app.
For customer workflows, our guest views are significantly better with the ability for a guest to also sub delegate a task to someone else at their end.
We introduced snippets – which are reusable pieces of content that can be plugged in anywhere you like such that changing the master snippet makes it go live across everywhere it’s referenced. This is amazing for repeatable content that you just want to update in one place.
Creating any blueprint has now moved into one spot which also includes the ability to quickly switch to Tallyfy AI to create your blueprint.
When you create any content throughout the app, whether it’s a document or the description of a task, we now have the ability to enter branded global CSS. As soon as somebody types content in it automatically styles everything to look exactly like you want it to look for your brand. In other words, there’s no need to manually format content anymore with global CSS – everything is automatically beautiful the moment it’s typed in.
We perfected the ability to stream all our data in real time to any BI system of your choice. Most people use Tableau and Power BI.
We now offer single sign-on completely for free to all organizations. Security should not be optional.
After a long period of diligence and checks we were officially certified as BIMI compliant. This means we have the highest standards of email security as well as visual branding on most email clients.
We became HSTS compliant and maintained that properly. This means that Tallyfy is super secure and is also immune to most of the common ‘man in the middle’ attacks which non-compliant apps are easily exploited with.
We also added and changed thousands and thousands and thousands of small things and those improvements are simply too many to list here. We are practicing what we preach when it comes to continuous improvement in every tiny form it takes.
V2.39 – Finch
August 5, 2021
NEW FEATURES
This is a huge release. First up – groups. Yes! Assign steps or tasks to groups – not individuals!
We now have a people directory on the sidebar. It’s basic right now – but if you want to see which person does what in your company – this will expand a lot in future.
The homepage of the blueprints library now defaults to an activity feed. You asked to see what was changed recently – we listened and changed things up!
You can now automatically generate a table of contents in a document blueprint – using proper, semantic markup for headings.
ENHANCEMENTS
Lots of fixes to basic task views, comments.
A large amount of fixes to Settings. For example – you can now see numbers of guests and members at a glance in a table view.
FIXES
A big load of general bugs fixed with UI improvements. These micro-improvements are subtle but really add up – overall. Did you notice the cheeky “3 birds” looking around when a view is empty or complete? They will follow your mouse around as well.
V2.38 – Vireo
May 19, 2021
NEW FEATURES
This is huge – there is a new blueprint library. Very shiny and very new. It saves you many more clicks – since you can browse any folder by just clicking on it. You can also preview a blueprint without having to go to the blueprint editor anymore. Everybody loves less clicks. We are adding much more in future, so watch this area!
You can now limit the maximum assignees on a task. As we prepare to launch groups later on – this will become important, because assigning 50 people to a task is quite likely to not only overwhelm those 50 people, but make accountability almost meaningless!
Grab “forever links” for any guest at any time – in case they forget their link. Just so you know – Tallyfy keeps the same link for the same guest throughout their lifetime. This massively eases the burden on you and the guest as they only ever need to go to one link to see everything they did and everything they need to do.
Comments are now in blueprints – enabling you to collaborate while building or improving any blueprint!
There’s a new task type called an “Email”. Guess what it does? It actually sends an email! In the end – everything is a task. We are adding many more task types in future. It’s a simple beginning, and there are some kinks – but things are improving fast.
ENHANCEMENTS
We simplified the rich text editor a bit to ensure formatting doesn’t go overboard.
You can now add tags when you launch a process to help categorize processes just prior to launch.
FIXES
A lot of general bugs fixed with UI improvements. These micro-improvements are subtle but really add up – overall. We believe in the theory of “marginal gains“.
V2.37 – Quail
March 16, 2021
NEW FEATURES
Activity feeds have gone into GA (General Availability) – so both blueprints and processes now have simple audit trails.
This one is great for larger companies (or any size company). You can now set onboarding “snippets” which will show to all new members that join your organization. That would mean a fully customized welcome message that you can tailor to whatever you like, which should massively help with training or introducing Tallyfy to new members in your company. The custom welcome feels a lot warmer to them too.
ENHANCEMENTS
You type, you click somewhere else – you just lost your changes. Annoying right? We removed manual saving when editing step descriptions on blueprints, and we just automatically.
Only admin roles can now create/edit org snippets. Lucky them!
The status of a process to a guest is now independent of the overall process status – no need to show your clients any dirty laundry in-house!
Ability to open links natively in a new tab – which is great to edit or browse multiple blueprints or processes in several browser tabs.
We will now auto-create certain comments for you (less typing saves you the strain) or you can pick pre-written comments via a dropdown on every task. Our mission is to save your fingers and wrists through automation.
We updated our WYSIWYG editor with more richness and formatting options.
Search is now a lot better – you can do advanced searches and also do partial-match searches across all objects.
FIXES
A big load of general bugs fixed with UI improvements. These micro-improvements are subtle but really add up – overall.
V2.36 – Peewee
February 15, 2021
NEW FEATURES
You can now embed a blueprint within a blueprint, just like you could embed snippets as re-usable content.
We launched our public library of all public processes. It’s like the App Store for blueprints and templates!
ENHANCEMENTS
A full (physical) address is now required when purchasing or upgrading Tallyfy – due to new requirements from our payment gateways.
Assignment for tasks is now in a single, combined box for both members and guests.
The first task in any process, or in your task list will open itself automatically for you! Aren’t you special?
Both members and guests can now control email notifications without being logged in.
Snippets have a new sprinkle of magical dates – creation date and last updated.
The homepage is now even more branded with the custom color of your organization.
FIXES
Various bug fixes and UI improvements.
V2.35 – Magpie
Jan 6, 2021
NEW FEATURES
The app has a totally new and sweet homepage that focuses on common jobs you need to do. It includes one-click templates to do those jobs – so there’s no need to build a big blueprint anymore. Tallyfy runs quick, one-off jobs and approvals.
You can publish blueprints in public – and we will aggregate them all in a global library! Remember – your mom, wife or aunt Mildred might find them too.
You can add a task that expires itself as well as auto-expiring steps in blueprints. This is awesome, as nobody likes seeing “600 incomplete tasks” piled up. We’re not joking – this is like Mission Impossible – the task just “auto-completes” at the deadline. Excellent for tasks which are “optional” to acknowledge like “weekly sales numbers”.
ENHANCEMENTS
Document blueprints now have a ton more formatting features. It looks like MS Word got married to Google Docs and had a baby.
When rules execute – the bot leaves a comment on that task. So simple, but so … very … satisfying.
All assets on our client app (not some) are now cached and served directly from the edge (globally) via Cloudflare – it’s an awesome company that’s made Tallyfy insanely fast for you. The API performance enhancements coming this year will also blow your mind.
Both members and guests can unsubscribe/control email notifications without being logged in.
Comments now have states – like visible to guests, collapsed, etc. So – feel free to mock your coworkers without clients being able to see your comments!
All magic link creation has now moved to the Settings > Integrations section – where you can generate URL’s to do anything from other apps like quickly creating a task (with just a click) or launching a process (while automatically passing through data in variables on the URL).
Launching a process now shows up all descriptions – which was not the case before.
There’s a whole new section on AI – artificial intelligence and data integrations we can work on, but it would be a custom job for now using various services that offer such capabilities. Pretty exciting though!
FIXES
Various bugs fixed in table views
Branding logos in emails are fixed
Search results for archived processes fixed.
Many other bugs were squashed with our big fists, but we apologized to the bugs first.
Regenerated all kick-off form alias, task form alias, step alias and blueprint alias for efficiency. Insert variable were automatically updated. API and Zapier users would need to update these alias. All users informed subscribed to service update emails were informed on 10th May 2018.
API users, referencing form fields? Please ensure you use the field alias and not the capture ID when referencing a process tasks form field (if not already done after March 23 2019)
Updated our authentication to OAuth 2.0, which provides even greater security and flexibility for our API, opening doors to even more integration opportunities
ENHANCEMENTS
Blueprint and process names now have a max character length of 64 characters.
Blueprint deadlines have been simplified to show relative deadlines by default.
Saving blueprints is automatic and requires no save button.
Process header shows process state more clearly.
Step rules now show their corresponding step numbers.